Cirrus Logic, Inc.

NasdaqGS:CRUS 株式レポート

時価総額：US$8.6b

Cirrus Logic 将来の成長

Future 基準チェック /06

Cirrus Logicの収益は年間2.1%で減少すると予測されていますが、年間収益は年間3.5%で増加すると予想されています。EPS は年間8.4%で減少すると予想されています。

主要情報

-2.1%

収益成長率

-8.37%

EPS成長率

Semiconductor 収益成長26.3%
収益成長率3.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 • Feb 06

Cirrus Logic, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Cirrus Logic, Inc. ( NASDAQ:CRUS ) just released its third-quarter report and things are looking bullish. The company...
分析記事 • Nov 07

Cirrus Logic, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Cirrus Logic, Inc. ( NASDAQ:CRUS ) investors will be delighted, with the company turning in some strong numbers with...

Recent updates

ナラティブ更新 • May 06

CRUS: Elevated Handset P E Reliance Will Pressure Overvalued Shares

Narrative Update on Cirrus Logic Analysts have raised their average price targets on Cirrus Logic by up to $25, supported by updated handset estimates, higher target revisions from several firms, and expectations reflected in a slightly higher future P/E assumption of 24.48x in the latest model update. Analyst Commentary Recent Street research around Cirrus Logic has centered on how potential handset trends, including Apple related content opportunities, might influence the stock's risk and reward profile.
ナラティブ更新 • Apr 21

CRUS: Future Returns Will Hinge On Apple Content Proving Overly Optimistic

Analysts have raised the fair value estimate for Cirrus Logic by about $6 to $152.50, citing recent price target increases from several firms and updated assumptions regarding long-term profit margins and P/E multiples, supported by new content expectations tied to Apple devices. Analyst Commentary Recent Street research on Cirrus Logic highlights a mix of optimism around potential new content wins and caution regarding execution and end market exposure.
Seeking Alpha • Apr 08

Extra! Extra! Read All About It: Cirrus Logic's Largest Customer Just Tagged It

Summary Apple formally acknowledged Cirrus Logic as a supplier, marking a major shift in disclosure and partnership posture. CRUS secured a new design win for advanced ICs powering Face ID, with a potential ASP of ~$2 per iPhone and significant long-term revenue upside. The Apple announcement alleviates prior 'design-out' risk for CRUS, solidifying its strategic importance and supporting higher valuation multiples. The initial ramp for the new Face ID IC is likely 2028–2029, with full implementation potentially adding $20–$60 per share to CRUS long-term. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 06

CRUS: Handset Content Gains And Buybacks Will Shape Balanced Future Earnings

The analyst fair value estimate for Cirrus Logic has been raised from $155.00 to $163.00, with analysts pointing to updated handset content expectations tied to recent Apple related commentary and a series of upward price target revisions from firms covering the stock. Analyst Commentary Recent Street research on Cirrus Logic has centered on higher handset content expectations and a series of price target adjustments that align with the updated fair value estimate.
ナラティブ更新 • Mar 23

CRUS: Handset Concentration And Rich Future P E Will Pressure Shares

Cirrus Logic's analyst price target has shifted from $110 to $120, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E as analysts reassess the handset related semiconductor outlook. Analyst Commentary Recent Street research on Cirrus Logic shows a mixed setup, with some firms lifting price targets after updating handset related assumptions while others turn more cautious on the shares.
ナラティブ更新 • Mar 09

CRUS: Future Upside Will Depend On iPhone Demand And Auto Haptics Execution

Analysts have raised their blended price target on Cirrus Logic by about $2 per share, citing updated handset-related assumptions and revised semiconductor sector estimates, even as one firm has turned more cautious on the stock. Analyst Commentary Recent research on Cirrus Logic reflects a split view, with several firms lifting their price targets on updated handset and semiconductor assumptions while at least one turns more cautious on the shares.
ナラティブ更新 • Feb 23

CRUS: Future Returns Will Depend On iPhone Demand And Auto Haptics Execution

Analysts have lifted their fair value estimate for Cirrus Logic from $140 to about $145, citing updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent Street research, including target increases from Stifel and Barclays alongside a more cautious stance from Loop Capital. Analyst Commentary Recent Street research around Cirrus Logic reflects a mix of optimism and caution, which helps explain the modest lift in fair value estimates rather than a more aggressive reset.
ナラティブ更新 • Feb 09

CRUS: Execution Risks Around Revenue And Margins Will Pressure Rich Multiple

The analyst price target for Cirrus Logic has increased from US$98.77 to US$110.00, with analysts citing updated assumptions on revenue growth, profit margins and a slightly higher future P/E multiple, although some remain cautious in their ratings. Analyst Commentary Recent research highlights a split view on Cirrus Logic.
分析記事 • Feb 06

Cirrus Logic, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Cirrus Logic, Inc. ( NASDAQ:CRUS ) just released its third-quarter report and things are looking bullish. The company...
ナラティブ更新 • Jan 25

CRUS: Stronger iPhone Volumes And New Automotive Haptics Will Support Earnings

Narrative Update on Cirrus Logic Analysts have lifted their price targets on Cirrus Logic by about $5 in recent research, citing stronger than expected Q2 results, Q3 guidance that topped expectations, and upside tied to Apple iPhone unit shipments rather than content changes. Analyst Commentary Recent Street research around Cirrus Logic has leaned positive, with bullish analysts pointing to the latest quarterly results and guidance as key reasons for adjusting their views.
ナラティブ更新 • Jan 11

CRUS: Future Upside Will Come From Stronger iPhone Demand And Auto Haptics

Analysts have raised their Cirrus Logic fair value range closer to the broader market consensus, with recent price targets moving from about $135 to as high as $155 per share. They cite stronger than expected Q2 results, Q3 guidance, and Apple-driven upside in iPhone-related demand.
分析記事 • Jan 04

Is Cirrus Logic, Inc. (NASDAQ:CRUS) Worth US$120 Based On Its Intrinsic Value?

Key Insights The projected fair value for Cirrus Logic is US$91.79 based on 2 Stage Free Cash Flow to Equity Cirrus...
ナラティブ更新 • Dec 27

CRUS: Strong iPhone Demand Will Support Higher Earnings Power Ahead

Analysts have raised their fair value estimate for Cirrus Logic shares to $155 from $140. This reflects stronger than expected recent results and guidance, as well as expectations for generally better than seasonal performance despite some macro headwinds.
ナラティブ更新 • Dec 13

CRUS: Apple iPhone Momentum Will Likely Fade And Pressure Rich Semiconductor Multiple

Analysts have modestly raised their price target on Cirrus Logic to approximately $99 from about $91, citing stronger than expected recent and upcoming results supported by robust Apple iPhone unit shipments and an outlook for generally better than seasonal performance across the semiconductor group. Analyst Commentary Recent Street commentary on Cirrus Logic reflects a generally constructive fundamental backdrop, but with an undercurrent of caution around the durability of growth and the sustainability of current valuation multiples.
ナラティブ更新 • Nov 28

CRUS: Future Revenue Will Rise With Stronger Smartphone Demand And AI-Driven Laptop Trends

Cirrus Logic's analyst price target has been raised from $135.83 to $140.00. Analysts cite stronger-than-expected quarterly results and upbeat guidance, supported by robust demand from flagship customers and optimism around emerging technology trends.
分析記事 • Nov 28

Is It Too Late To Consider Buying Cirrus Logic, Inc. (NASDAQ:CRUS)?

Cirrus Logic, Inc. ( NASDAQ:CRUS ), might not be a large cap stock, but it received a lot of attention from a...
ナラティブ更新 • Nov 14

CRUS: Future Revenue Will Benefit From Stronger Apple Shipments And Laptop Demand

The average analyst price target for Cirrus Logic has increased by $5 to $135.83. This reflects optimism around the company's stronger-than-expected quarterly results and a positive outlook highlighted in recent research updates.
分析記事 • Nov 07

Cirrus Logic, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Cirrus Logic, Inc. ( NASDAQ:CRUS ) investors will be delighted, with the company turning in some strong numbers with...
ナラティブ更新 • Oct 31

CRUS: Future Results Will Reflect AI Laptop Surge And Auto Sector Volatility

Analysts have increased their price target for Cirrus Logic, raising it from approximately $126.67 to $130.83. They cite expectations of better-than-seasonal results and the company's advantageous position in emerging AI-driven laptop trends.
ナラティブ更新 • Oct 16

Mixed Signal Expansion Will Capture New Markets Amidst Margin Pressure

Analysts have increased their price target for Cirrus Logic from $120 to $130 per share, citing the company's strong position in the expanding market for AI-enabled voice interfaces in laptops. Analyst Commentary Bullish Takeaways Bullish analysts highlight Cirrus Logic's established relationships with the top five laptop PC OEMs. They emphasize a broad and defensible customer base that contributes to consistent revenue streams.
分析記事 • Oct 09

The Trend Of High Returns At Cirrus Logic (NASDAQ:CRUS) Has Us Very Interested

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Sep 22

Should You Be Adding Cirrus Logic (NASDAQ:CRUS) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jul 26

Little Excitement Around Cirrus Logic, Inc.'s (NASDAQ:CRUS) Earnings

Cirrus Logic, Inc.'s ( NASDAQ:CRUS ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right...
分析記事 • Jul 11

Should You Investigate Cirrus Logic, Inc. (NASDAQ:CRUS) At US$106?

While Cirrus Logic, Inc. ( NASDAQ:CRUS ) might not have the largest market cap around , it led the NASDAQGS gainers...
分析記事 • Jun 10

Cirrus Logic (NASDAQ:CRUS) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • May 09

Cirrus Logic, Inc. Just Recorded A 7.9% EPS Beat: Here's What Analysts Are Forecasting Next

Cirrus Logic, Inc. ( NASDAQ:CRUS ) investors will be delighted, with the company turning in some strong numbers with...
Seeking Alpha • Apr 22

Just How Cheap Is Cirrus Logic?

Summary Recent U.S. market crash impacted Cirrus Logic, but the stock remains undervalued; our valuation approach includes calculations with and without cash. Cirrus Logic's strong financial results and future earnings potential suggest a run rate of $8 per share at 55 million shares. Trade tariffs on China could affect Apple, Cirrus Logic's major client, but Apple may mitigate costs through various strategies, including shifting manufacturing locations. With $1.75 billion in cash expected in 12 months, Cirrus Logic's stock is trading cheaply at an ex-cash PE of 7.5. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Cirrus Logic's Financial Future: Always A Roll Of The Dice, But...

Summary Cirrus Logic's future potential, especially as a proprietary supplier for Apple, involves significant guesswork and isn't for the faint of heart. CEO John Forsyth provided unique insights during the December conference call, which we argue are crucial for understanding Cirrus' direction. Reviewing our December estimates, we discuss the impact of increased revenue and market vision, acknowledging past errors and missteps. We explore future opportunities in TAM and Auto Pro-Audio while highlighting inherent risks, emphasizing that investing in Cirrus is always a roll of the dice. Future growth is small. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Cirrus Logic's Record Quarter Followed With Strange Guidance

Summary Cirrus Logic reported record revenue for September, but December guidance fell short, causing a negative market reaction despite upbeat management. Key reasons for the guidance shortfall include a shifted revenue pattern, a shorter December quarter, and an earlier Android ramp. Future growth expected from new PC and Android products, with potential earnings boost from lower corporate tax rates. Rating Cirrus Logic a buy at $100, with expected earnings of $8-$9 justifying a higher price, but recommend waiting until tax-loss selling subsides. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Investing In The Recent News-Driven Price Drop With Cirrus Logic

Summary Cirrus Logic's stock dropped due to mixed news, but savvy investors should discern between real and misleading reports, presenting a buying opportunity. Despite Barclays' downgrade, Cirrus has strong future prospects with potential earnings growth from new iPhone components and smart power conversion. Cirrus' earnings could grow towards $11 per share, making the stock extremely cheap with a P/E under 10 and a price target of $120. Risks include China’s political behavior and Apple’s unit volume issues, but Cirrus' strategic moves and potential M&A could drive significant growth. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 27

Smartphone Dependence And Supply Chain Woes Threaten Profit Margins And Growth

Cirrus Logic's heavy reliance on smartphone sales for high-performance mixed-signal components presents a risk if demand drops or competition grows.
Seeking Alpha • Aug 15

Cirrus Logic's Revenue Growth Right On Target

Summary Future earnings growth for FS-2025 remain on track at $8 per share. Cirrus Logic reported strong revenue and earnings for Q1 fiscal 2025, with revenue gains meeting targets. Unlike Cirrus, Qorvo and Skyworks reported meager revenue outlooks for September 2024 quarter supporting that Cirrus' gain was from ASP growth. Read the full article on Seeking Alpha
Seeking Alpha • Jun 10

Updating Cirrus Logic Revenue And Price Expectations For 2024 And Beyond

Summary Cirrus Logic confirms ASP increases with new iPhones in September and expects continued ASP growth over the next few years. Revenue for June is expected to range between $290 million and $350 million, with a non-GAAP tax rate of 23%, but our upgraded estimate is over $360 million. CRUS stock predicts significant revenue growth from camera controls, codec/amplifiers, PCs, and power management in the future. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:CRUS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20282,145397420N/A3
3/31/20272,111412447N/A2
3/28/20261,997414N/AN/AN/A
12/27/20251,973404608630N/A
9/27/20251,948380534557N/A
6/28/20251,929350452473N/A
3/29/20251,896332416444N/A
12/28/20241,843305457485N/A
9/28/20241,907328549580N/A
6/29/20241,846301512549N/A
3/30/20241,789275383422N/A
12/30/20231,790176257299N/A
9/23/20231,761141127167N/A
6/24/20231,821153184225N/A
3/25/20231,898177303340N/A
12/24/20222,015327516550N/A
9/24/20221,973351203233N/A
6/25/20221,898349201226N/A
3/26/20221,78132695125N/A
12/25/20211,5852551039N/A
9/25/20211,522242279309N/A
6/26/20211,404216291322N/A
3/27/20211,369217328349N/A
12/26/20201,355202209226N/A
9/26/20201,244156204220N/A
6/27/20201,285173224239N/A
3/28/20201,281159274296N/A
12/28/20191,242155N/A256N/A
9/28/20191,192117N/A246N/A
6/29/20191,16999N/A259N/A
3/30/20191,18690N/A207N/A
12/29/20181,24896N/A303N/A
9/29/20181,407100N/A317N/A
6/30/20181,466115N/A327N/A
3/31/20181,532162N/A319N/A
12/30/20171,557185N/A338N/A
9/23/20171,597273N/A414N/A
6/24/20171,600286N/A353N/A
3/25/20171,539261N/A370N/A
12/24/20161,443240N/A278N/A
9/24/20161,268160N/A186N/A
6/25/20161,146108N/A119N/A
3/26/20161,169124N/A149N/A
12/26/20151,192131N/A220N/A
9/26/20151,143112N/A165N/A
6/27/20151,04778N/A194N/A

アナリストによる今後の成長予測

収入対貯蓄率: CRUSの収益は今後 3 年間で減少すると予測されています (年間-2.1% )。

収益対市場: CRUSの収益は今後 3 年間で減少すると予測されています (年間-2.1% )。

高成長収益: CRUSの収益は今後 3 年間で減少すると予測されています。

収益対市場: CRUSの収益 ( 3.5% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: CRUSの収益 ( 3.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CRUSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 04:48
終値2026/05/07 00:00
収益2026/03/28
年間収益2026/03/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cirrus Logic, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Blayne CurtisBarclays
Thomas O'MalleyBarclays
Vivek AryaBofA Global Research